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BCS Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

BCS Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.34M Buy
63,394
+6,689
+12% +$230K 0.42% 55
2026
Q1 		$1.76M Sell
56,705
-56,185
-50% -$1.79M 0.36% 63
2025
Q4 		$3.39M Buy
112,890
+57,206
+103% +$1.71M 0.34% 64
2025
Q3 		$1.65M Sell
55,684
-18,461
-25% -$537K 0.37% 57
2025
Q2 		$2.08M Buy
74,145
+8,648
+13% +$228K 0.45% 55
2025
Q1 		$1.72M Sell
65,497
-14,428
-18% -$402K 0.44% 59
2024
Q4 		$2.21M Buy
+79,925
New +$2.28M 0.55% 47
2024
Q2 		– Sell
-89,628
Closed -$2.43M – 211
2024
Q1 		$2.43M Sell
89,628
-3,780
-4% -$96.4K 0.78% 33
2023
Q4 		$2.35M Sell
93,408
-4,272
-4% -$97.9K 0.86% 29
2023
Q3 		$2.2M Buy
+97,680
New +$2.31M 0.92% 26
2023
Q2 		– Sell
-115,956
Closed -$2.62M – 157
2023
Q1 		$2.62M Buy
115,956
+22,764
+24% +$524K 1.19% 19
2022
Q4 		$2.04M Sell
93,192
-1,842
-2% -$40.4K 0.85% 29
2022
Q3 		$1.92M Buy
95,034
+4,590
+5% +$102K 0.9% 22
2022
Q2 		$1.89M Sell
90,444
-168
-0.2% -$3.88K 0.84% 24
2022
Q1 		$2.29M Sell
90,612
-15,489
-15% -$388K 0.95% 23
2021
Q4 		$2.85M Buy
106,101
+18,735
+21% +$500K 1.02% 21
2021
Q3 		$2.23M Buy
87,366
+6,267
+8% +$164K 0.95% 22
2021
Q2 		$2.12M Sell
81,099
-1,863
-2% -$48.1K 1.12% 17
2021
Q1 		$2.06M Sell
82,962
-3,888
-4% -$94.3K 0.98% 22
2020
Q4 		$1.97M Sell
86,850
-6,291
-7% -$131K 1.03% 23
2020
Q3 		$1.72M Sell
93,141
-12
-0% -$222 0.97% 24
2020
Q2 		$1.63M Buy
93,153
+3,066
+3% +$50K 0.98% 23
2020
Q1 		$1.27M Buy
90,087
+5,559
+7% +$102K 0.89% 24
2019
Q4 		$1.7M Buy
+84,528
New +$1.64M 1.13% 23

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCS Wealth Management's SCHM Position: Q2 2026 in Review

BCS Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q2 2026, buying an estimated $230K and bringing the position to 63,394 shares worth $2.34M. The position accounts for 0.42% of the portfolio, ranked #55.

BCS Wealth Management first reported a position in SCHM in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.39M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • BCS Wealth Management held 63,394 shares of Schwab US Mid-Cap ETF worth $2.34M as of Q2 2026.
  • BCS Wealth Management bought 6,689 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $230K.
  • Schwab US Mid-Cap ETF made up 0.42% of BCS Wealth Management's portfolio in Q2 2026, its #55 holding.
  • BCS Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Schwab US Mid-Cap ETF position peaked at $3.39M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.